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Over on CAPS, 871 of the 908 All-Star members who have rated Cemex -- or 96% -- believe the stock will outperform the S&P 500 going forward. These bulls include decbutt and dferry01, both of whom are ranked in the top 5% of our community.

Just yesterday, decbutt tapped Cemex as the obvious answer to a solid question: "Who will win the infrastructure contracts? I don't know. Who will supply the steel? I don't know. Who will supply the Cement? Cemex."

Cemex is a well-managed company with a diverse, multi-national client base. Building has taken a hit, but cement's not going out of fashion any time soon. Long term, there's going to be continued demand for cement and Cemex is a well-run company who can supply it. Medium-term, obviously, it stands to do marvelously out of Obama's infrastructure drive, as highways, bridges, schools, and such all use cement, and Obama has pledged to make the biggest infrastructure investment in half a century. … Cemex is one of Mexico's most successful companies, it's a national icon.

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